401(k) · DOL Form 5500 · 2024

Beech Acres 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
159
Participants Small participant base
45th
Percentile by assets National rank
$37,280
Avg per participant Low balance/head
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Official DOL plan name: Beech Acres 401(k) Retirement Savings Plan · Sponsored by Beech Acres · Ohio · Healthcare & Social Assistance

$6M in assets, 159 participants

Beech Acres's Beech Acres 401(k) Retirement Savings Plan reported $6M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 45th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,261 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Beech Acres 401(k) Retirement Savings Plan covers 159 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#8,261
in Healthcare & Social Assistance (16,916 peers)
+16.3%
assets growth YoY

Beech Acres 401(k) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Beech Acres 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,927,584 45th percentile higher than 45% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Beech Acres 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beech Acres 401(k) Retirement Savings Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beech Acres 401(k) Retirement Savings Plan reported net income rose from $463K in the plan year 2023 filing to $832K in the plan year 2024 filing.
  • Beech Acres 401(k) Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Beech Acres 401(k) Retirement Savings Plan reported participants rose from 149 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 310536663 · Beech Acres PY 2024 · 401(k)

Beech Acres 401(k) Retirement Savings Plan · $6M · 159 · 45th

  • TYPE $6M
  • TYPE 159
  • TYPE 45th
  • TYPE 401(k)
  • TYPE near Bridor USA Inc. 401(k) Plan
  • TYPE ind #8261

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Beech Acres 401(k) Retirement Savings Plan in the asset neighbourhood

Beech Acres 401(k) Retirement Savings PlanBeech Acres 401(k) Retiremen…$6MBridor USA Inc. 401(k) Plan$6MMiller & Axline, a Professional Corporation Profit Sharing Plan & TrustMiller & Axline, a Professio…$6MScanada International, Inc. 401(k) Profit Sharing PlanScanada International, Inc. …$6MRichner Communications, Inc 401(k) PlanRichner Communications, Inc …$6M
End-of-year total assets ($M) among Beech Acres 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$832K
Employer EIN310536663
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beech Acres)

Sponsor-wide plan assets over time

All Beech Acres plans reported in each filing year

Latest sponsor-wide plan assets
$6M 27.973608988143045% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.63M $5.93M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 167 $5M
2023 1 149 $5M
2024 1 159 $6M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Beech Acres 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Beech Acres 401(k) Retirement Savings Plan, Total assets ($B): 0.005927584 · Participants: 159Beech Acres 401(k) Retirement Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Beech Acres 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Beech Acres 401(k) Retirement Savings Plan side-by-side with 3 peers →

Beech Acres 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Bridor USA Inc. 401(k) Plan in NJ ($6M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Beech Acres 401(k) Retirement Savings Plan assets move in 2024? ▼
Beech Acres 401(k) Retirement Savings Plan grew sharply - up 16.3% during 2024, from $5M to $6M. Reported net income was $832K.
How have Beech Acres plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beech Acres's sponsor-wide assets grew 28.0%, from $5M to $6M.
Which 401(k) plans are similar in size to Beech Acres 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bridor USA Inc. 401(k) Plan in NJ ($6M, 351 participants).
Which 401(k) plans cover a similar participant headcount to Beech Acres 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 310536663.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.